JP Morgan Private Wealth Advisors’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $842K | Sell |
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|
2023
Q2 | $2.72M | Sell |
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|
2023
Q1 | $3.06M | Buy |
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|
2022
Q4 | $443K | Sell |
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|
2022
Q3 | $3.64M | Buy |
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|
2022
Q2 | $3.7M | Buy |
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|
2022
Q1 | $5.05M | Buy |
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|
2021
Q4 | $5.76M | Sell |
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|
2021
Q3 | $6.27M | Buy |
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|
2021
Q2 | $4.3M | Buy |
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|
2021
Q1 | $3.32M | Buy |
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